Plan Snapshot
- Plan Sponsor: Chalk Mountain Services Of Texas, LLC
- Sponsor EIN: 205470208
- Sponsor Address: 1701 RIVER RUN, STE 200, FORT WORTH, TX, 76107
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 724 | $15.0M | $1.1M | $1.9M |
| 2023 | 668 | $12.2M | $980,451 | $1.7M |
| 2022 | 678 | $10.1M | $944,059 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $69,688 | — | $69,688 |
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,688
- Estimated Expense Ratio: 0.464% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,688 | $8,415 | — | — | — |
| 2023 | $72,976 | $9,919 | — | — | — |
| 2022 | $73,232 | — | — | — | $73,232 |